Cornerstone Financial Partners’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Cornerstone Financial Partners’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$5.33M	Buy	61,126 +52,040	+573%	+$4.57M	1.74%	19
2017 Q3	$807K	Buy	9,086 +577	+7%	+$50.9K	0.31%	58
2017 Q2	$754K	Sell	8,509 -6,699	-44%	-$590K	0.3%	62
2017 Q1	$1.33M	Sell	15,208 -927	-6%	-$81K	0.45%	58
2016 Q4	$1.39M	Buy	16,135 +10,949	+211%	+$943K	0.44%	56
2016 Q3	$448K	Buy	5,186 +2,733	+111%	+$235K	0.16%	97
2016 Q2	$207K	Buy	+2,453	New	+$204K	0.07%	153

Other funds holding HYG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cornerstone Financial Partners's HYG Position: Q4 2017 in Review

Cornerstone Financial Partners increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 573% in Q4 2017, buying an estimated $4.57M and bringing the position to 61,126 shares worth $5.33M. The position accounts for 1.74% of the portfolio, ranked #19.

Cornerstone Financial Partners first reported a position in HYG in Q2 2016 and has held it in 7 quarters since. 684 funds tracked by Wall St. Rank hold HYG as of Q4 2017.

Cornerstone Financial Partners held 61,126 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $5.33M as of Q4 2017.
Cornerstone Financial Partners bought 52,040 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2017, an estimated $4.57M.
iShares iBoxx $ High Yield Corporate Bond ETF made up 1.74% of Cornerstone Financial Partners's portfolio in Q4 2017, its #19 holding.
Cornerstone Financial Partners first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2016 and has held it in 7 quarters since.
684 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.